現在 16 社の機関がPBAPを保有しており、以下は保有時価総額の高い順です。
| 主要保有機関 | 申告総額 | 平均比率 |
|---|---|---|
| PRUDENTIAL FINANCIAL INC | $864.5万 | 0.01% |
| CENTAURUS FINANCIAL, INC. | $183.0万 | 0.09% |
| JIM SAULNIER & ASSOCIATES, LLC | $168.3万 | 0.82% |
| Blue Water Asset Management | $116.5万 | 0.40% |
| LeClair Wealth Partners LLC | $116.5万 | 0.40% |
| COMMONWEALTH EQUITY SERVICES, LLC | $65.0万 | 0.00% |
| Spire Wealth Management | $58.2万 | 0.02% |
| Kestra Advisory Services, LLC | $55.8万 | 0.00% |
| $38.1万 | 0.00% | |
| $37.0万 | 0.32% | |
| $35.8万 | 0.00% | |
| $24.1万 | 0.08% | |
| $5.9万 | 0.00% | |
| $5.5万 | 0.00% | |
| $5.0万 | 0.00% | |
| $1.7万 | 0.00% |